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Capital Performance Advisors’s IBM IBM Stock Holding History

Capital Performance Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-923
Closed -$230K – 296
2025
Q1 		$230K Buy
+923
New +$230K 0.05% 216
2024
Q4 		– Sell
-195
Closed -$43.1K – 1304
2024
Q3 		$43.1K Buy
+195
New +$43.1K 0.01% 390